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Costco

3,552 hedge funds and large institutions have $261B invested in Costco in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,466 increasing their positions, 1,428 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,552
Holders Change
+64
Holders Change %
+1.83%
% of All Funds
51.37%
Holding in Top 10
323
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-7.71%
% of All Funds
4.67%
New
192
Increased
1,466
Reduced
1,428
Closed
85
Calls
$7.93B
Puts
$10.2B
Net Calls
-$2.29B
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Shares
Change %
MMA
1851
Mizuho Markets Americas
New York
$1.88M -$824K -929 -30%
UAG
1852
United Advisor Group
Ohio
$1.88M +$559K +630 +42%
MHIC
1853
Marble Harbor Investment Counsel
Massachusetts
$1.88M +$93.1K +105 +5%
IWA
1854
Icon Wealth Advisors
Texas
$1.87M +$48.8K +55 +3%
FCG
1855
Fielder Capital Group
Tennessee
$1.87M +$445K +502 +31%
BA
1856
Ballast Advisors
Minnesota
$1.87M -$17.7K -20 -0.9%
ISB
1857
Iowa State Bank
Iowa
$1.87M +$139K +157 +8%
FFO
1858
Fortitude Family Office
Arizona
$1.87M +$911K +1,028 +95%
CAM
1859
Cidel Asset Management
Ontario, Canada
$1.87M -$119K -134 -6%
IBOK
1860
Independence Bank of Kentucky
Kentucky
$1.86M +$531K +599 +40%
S
1861
SimplyRich
California
$1.86M +$197K +222 +12%
PFBT
1862
Parkside Financial Bank & Trust
Missouri
$1.86M +$62.1K +70 +3%
WC
1863
Waterloo Capital
Texas
$1.86M +$553K +624 +42%
FHC
1864
First Heartland Consultants
Missouri
$1.86M +$63.8K +72 +4%
CFP
1865
Catalyst Financial Partners
Massachusetts
$1.85M +$75.4K +85 +4%
3F
1866
360 Financial
Minnesota
$1.85M +$152K +172 +9%
GWANC
1867
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.84M -$16K -18 -0.9%
UCB
1868
United Community Bank
South Carolina
$1.84M -$223K -252 -11%
EWM
1869
Evermay Wealth Management
Virginia
$1.84M -$11.5K -13 -0.6%
QWP
1870
Quotient Wealth Partners
Texas
$1.84M -$174K -196 -9%
BHBT
1871
Burke & Herbert Bank & Trust
Virginia
$1.84M -$887 -1 -0%
KP
1872
Keel Point
Alabama
$1.84M +$129K +146 +8%
FTIS
1873
First Trust Investment Solutions
Florida
$1.83M +$1.09M +1,224 +146%
LA
1874
LVW Advisors
New York
$1.82M +$199K +224 +12%
HVIA
1875
Hudson Valley Investment Advisors
New York
$1.82M -$263K -297 -13%